Coupon Sales Report

Coupon Sales Report

Coupon Sales Report Overview

The "Coupon Sales Report" displays a list of store and manufacturer coupons used that provide discounts on a specific product or purchase amount. These coupons are funded by the retail store or the product manufacturer, and the store does not lose money when a customer uses one. 

Different filters can be configured, and the system will display specific transaction records only according to the selected filter options. The reports will be displayed and distributed in several fields with automatically calculated information.

This technical document includes information about:
  1. How to generate the "Coupon Sales Report." 
  2. How to apply the filter options to filter the Coupon Sales Report data.

1. Reaching the "Coupon Sales Report"

  1. Step 1: Log into Control Center
  2. Step 2: Choose Point of Sale
  3. Step 3: Choose Reports
  4. Step 4: Choose Sales Reports
  5. Step 5: Choose Coupon Sales
Figure 1.1 below will help you understand the navigation better.


Figure 1.1

When you click "Coupon Sales," the "Coupon Sales Report" screen will open with relevant filtering and sorting options, as Figure 1.2 shows.


Figure 1.2

2. Generating the "Coupon Sales Report"

Please follow the steps below to generate the "Coupon Sales Report" to meet your requirements: 
  1. Navigate to the Coupon Sales Report screen.
  2. Select the date range and click "Generate Report" to view the Coupon Sales Report for the selected date range.
    1. The Coupon Sales Report can be tailored to your needs using filters such as coupon, group by location, store and location groups, show summary, and UPC checkboxes. Applying multiple filters allows for greater specificity in the report. For further details on these filters, please refer to point 3. Report Filter Options. 
    2. Click "Generate Report" whenever you change your selection in any field to view the updated report. 
  3. When you click the "Generate Report" button after selecting the date range, the system will show Coupon Sales Report records, as Figure 2.1 shows. 

Figure 2.1

 Report Fields:
  1. Date/Time: This column shows the date and time the coupon was used at the store.
  2. Location: This column shows the store location.
  3. Receipt Number: This column shows the receipt number.
  4. Reg #: This column shows the register number used for the transaction with the coupon.
  5. Cashier Name: This column shows the cashier's name. 
  6. # Coupon Taken: This column shows the coupon(s) applied during the transaction.
  7. Coupon Type: This column shows the coupon type.
  8. Coupon UPC: This column shows the coupon's UPC, if any. It will display Manual if the coupon information is entered manually. 
  9. Product UPC: This column shows the product UPC for which the payment was made using the coupon. (It will appear only when the Show UPC checkbox is ticked.)  
  10. Description: This column shows the product's description, for which the payment was made using the coupon.  (This column will appear only when the Show UPC checkbox is ticked.)
  11. Coupon Value: This column shows the coupon discount on the total bill. 
  12. E-Journal View Icon: This column shows the E-Journal icon. The system will navigate you to the respective "E-Journal Report" page if you click it.

3. Report Filter Options

FTx Cloud POS lets you view the Coupon Sales Report records according to your preferences using various filter options. You can configure the report with any single filter or combination of multiple filters. The filters are highlighted in Figure 3.1.


Figure 3.1
1: Report Filters:
  1. Date Range & Presets: This filter lets you select the report's time interval. Point 3.1 Date Range Presets explains further details.  
  2. Coupon: This filter lets you filter the report records based on the coupon type, e.g., Store Coupon and Manufacturer Coupon. Point 3.2 Coupon Type explains the further details. 
  3. Group By Location: This filter lets you view the records organized by location. Point 3.3 Group By Location explains the further details. 
2: Store and Location Filter: This filter lets you view the report for the selected stores (locations) or location groups. Point 3.5 Filter Store & Location Groups explains further details. 

3.1 Date Range & Presets

Date Range

Please follow the steps below to select the report's required date range and time interval:
  1. Click inside the Start Date field. The drop-down calendar will appear as shown in Figure 3.1.1.
  2. Select the specific date and time. You can also manually enter the date in MM/DD/YYYY format.
  3. Click inside the End Date field and follow the same process. 
  4. After making the appropriate selections for other filters, click on "Generate Report."

Figure 3.1.1

Presets

Use the Presets drop-down to select the specific time frame, i.e., Today, Yesterday, This Week, Last Week, etc., to generate the report as shown in Figure 3.1.2.
  1. Please click on the required time frame and then click "Generate Report." The system will generate and show the report based on your selection. 

Figure 3.2

3.2 Coupon Filter 

The Coupon filter lets you filter the report records based on the coupon type. It has three options: All Coupons, Store Coupons, and Manufacturer Coupons.
  1. All Coupons: Select this option to view records for all types of coupons. 
  2. Store Coupon: Select this option to view the records specific to store coupons. Store coupons are the coupons produced by your store (the retail business company).
    1. When you select the Store Coupon option, the system will show only store coupon-specific records, and the Coupon Type column will not be displayed in the report, as Figure 3.2.1 shows.

Figure 3.2.1
  1. Manufacturers Coupon: Select this option to view the records specific to store coupons. Manufacturer coupons are the coupons the manufacturers produce to promote their brand.
    1. When you select the Manufacturer Coupon option, the system will show only manufacturer coupon-specific records, and the Coupon Type column will not be displayed in the report, as Figure 3.2.2 shows.

Figure 3.2.2

3.3. Group By Location 

The Group By Location filter lets you view the records sorted by locations. By default, the system selects "None." Click the Group by Location drop-down highlighted in Figure 3.3.1 to change it.


Figure 3.3.1
  1. By Location: If you select "By Location," the system will display records grouped according to locations, as Figure 3.3.2 shows. The report will also show the total payment amount made using coupons at each location for the selected duration. 
Figure 3.3.2

3.4 Checkbox Filters

  1. Show UPC: The Show UPC filter lets you view the "Product UPC" and "Product Description" fields in the report, as shown in Figure 2.1. The system ticks this checkbox by default, but you can untick it if necessary. 
  2. Show Summary: The Show Summary filter lets you view the overall summary of coupon sales. If you tick this checkbox and click "Generate Report," the system will display the summary report, as shown in Figure 3.4.1.

Figure 3.4.1
Report Columns:
Store: This column shows the store name.
Total Sales: This column shows the total sales amount for the selected duration. 
Manufacturer Coupon: This column shows the total amount of payment made using the manufacturer coupon for the selected time duration. 
Manufacturer Percent: This column shows the percentage of payments made using the manufacturer coupon. 
Store Coupons: This column shows the total amount of payment made using the store coupon for the selected time duration. 
Store Percent: This column shows the percentage of payments made using the store coupon. 

3.5 Filter Stores & Location Groups

The Store and Location Group filter lets you view the report for selected stores (locations) and location groups. Please follow the steps below to apply the Store & Location Group filter.
  1. Click the "No Filter Selected" button in the top right, highlighted in Figure 3.5.1.

Figure 3.5.1
  1. The Manage Filters screen will appear, as Figure 3.5.2 shows. 

Figure 3.5.2
  1. 1: Manage Filters Drop-Down: The drop-down shows the list of saved custom filters, if there are any. Select the required filter from the drop-down and click the "Apply" button to apply it. The "Manage Filters" button next to this drop-down helps you open the Manage Saved Filters screen. 
  2. 2: Parameter Tabs: You will see two tabs: Store and Location Group. Select the required tab, e.g., Store, to create or apply a custom filter specific to the selected stores. 
  3. 3: Search: Use this Search box to search for a specific store. 
  4. 4: Pricebook Zone drop-down: Use this drop-down to view the results (stores or location groups) based on Pricebook Zone. 
  5. 5: Location Drop-Down Use this drop-down menu to view the locations by three categories: Only Active, Only Inactive, and All Locations. 
  6. 6: Results: This section shows the list of selected parameters. For example, if you have selected the Store tab, it will show a list of stores.  
  7. 7: Selection Checkboxes: Select the required stores by ticking the checkbox. 
  8. 8: Click the green Arrow button to move the selected stores to the Selected List. 

Figure 3.5.3
  1. 1: Click the "Clear Selection" button to remove the whole selection. To remove any record from the list, click the Remove (x) icon.
  2. 2: Click "Apply" to apply the selection. You can click the "Save Filters" button to save the custom filter for future use. 

3.5.1 Save and Manage Location Filters

You can also save the configured custom filters for future use.
  1. Click the "Save Filters" button shown in Figure 3.5.3.
  2. The Name screen will appear as shown in Figure 3.5.1.1.
  3. Enter the name of the custom filter and click "OK." A success message will appear, and the custom filter will be saved. 
    1. You can see this custom filter listed in the Manage Filters drop-down.

Figure 3.5.1.1
  1. You can use the saved custom filters from the Manage Filters drop-down whenever needed and delete them when you no longer need them. To do so, reopen the Manage Filters screen and use the steps shown in Figure 3.5.1.2 based on your requirements.

Figure 3.5.1.2
1: Saved Filter Drop-Down: All saved custom filters will appear in the Saved Filter drop-down. You can select the required custom filter and click "Apply." 
2: Manage Filters: Use the "Manage Filters" button to view and manage the saved filters. The "Manage Saved Filters" pop-up screen will appear when you click the "Manage Filters" button. 
3: Filter Name: The Filter Name list shows all saved custom filters. Click on a filter's name to select it.     
4: You can click "Select Filter" or "Delete."
  1. "Select Filter": Click on the filter's name, then click the "Select Filter" button to select any filter from the list.
  2. "Delete": Use the "Delete" button to remove the filter no longer required from the list. Click on the filter's name and then the "Delete" button. A warning message will appear. Click "OK."
  1. Similarly, you can filter the records by selecting the location group(s). When you set up the filters for locations (stores) and location groups, you can see the details chosen by hovering the mouse cursor over the Filter button, as shown in Figure 3.5.1.3.

Figure 3.5.1.3

4. Scheduling a Report

FTx Cloud POS supports report automation. You can configure a report and schedule it. The system will send the scheduled report to the indicated email IDs at the defined frequencies (Daily, Weekly, Bi-weekly, Monthly, Quarterly, etc.) 

Please refer to Scheduling a Report to learn how to schedule a report.

5. Printing/Exporting a Report 


You can print or export any report according to your requirements. When you use the Print function, the system creates and opens the report's PDF file in a new tab. You can download the soft copy or print the paper copy according to your requirements. 

Please refer to Printing a Report to learn how to print or export a report.

6. Manage Favorites 

FTx Cloud POS allows quick access to the reports you need to view frequently through Favorite Reports. You can save a report as a favorite and manage all your favorite reports from any of the report screens using the "Manage Favorites" button. 

Please refer to Managing the Favorite Reports to learn how to manage or export a report. 

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